+11.3%
RTX vs LBRT
-25.2%
+36.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +8.1% | -4.5% | +3.8% |
| 7D | -3.2% | -11.9% | +8.7% | -3.8% |
| 30D | +5.6% | -31.9% | +37.5% | +3.4% |
| 3M | -11.7% | -34.9% | +23.2% | -13.6% |
| 6M | +12.3% | -60.7% | +73.0% | +8.8% |
| YTD | +8.2% | -29.2% | +37.4% | -1.2% |
| All | +11.3% | -25.2% | +36.5% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded LBRT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling